WEEK RESET This week’s top AI Ratings are TSM and NVDA at 8.0, followed by AEM, VRTX and GSL at 7.5. Separately, the short-term Hot Ideas closed out last week had a rougher scorecard: 32 in total, 12 up and 20 down, with an average result of -2.2%. NIQ was the best at +8.9%, while FSLY was the worst at -17.1%, vs SPY -1.4% over the same closing windows. Data as of 15:30 ET. HOT IDEAS ON RADAR 44 active today, with the featured set leaning on earnings beats, raised targets and recent price strength. The catalysts are concentrated in software, financial technology and box-office momentum. JKHYJack Henry & Associates, Inc.Fiscal Q4 EPS beat consensus at $1.57 versus $1.44. Management projected continued fiscal 2027 growth, and shares closed at a period high on August 24 after gaining 11.1% over 21 sessions. ADBEAdobe Inc.Adobe raised full-year revenue and EPS targets while expanding Firefly and other AI products. Shares gained 16.1% over 21 sessions and closed at the August 24 period high of $276.11. CNKCinemark Holdings, Inc.Record Q2 revenue and adjusted EBITDA, an EPS beat and strong current box-office results support the setup. Shares gained 14.7% over 21 days to a period-high close on August 24. Others on radar CHEFSQMEROVIBITRELYPBFDGXPYPLBWLP+31 more MARKET PULSE Risk tone is being set by geopolitical tension, Treasury policy uncertainty, crypto volatility and rising AI infrastructure costs. The Trump administration is preparing global sanctions targeting Iran, with China not exempt, while traders remain skeptical that proposed bond buybacks would materially lower yields. Bitcoin reached $79,989, Zcash pulled back after a sharp weekly run, and the AI buildout is drawing fresh cost and staffing scrutiny around Nvidia customers and Apple. |